Attendees learn about average fees and services for IRA Rollovers, how they differ by product type or business affiliation, what products are most frequently leveraged and other early insights from an in-progress survey about IRA Rollovers.
We also share an overview of the IRA Rollover Evaluator guide.
This study and resulting guide are in response to the DOL fiduciary rule and are designed to help advisors provide visibility into their IRA rollover fees and services.
Robin Green, Vice President, Head of Research
John Faustino, AIF®, Chief Product & Strategy Officer
Fi360
Our educational webinars address recent industry developments or specific topics related to fiduciary responsibility. They offer opportunities for interaction between the audience and the presenters, who are Fi360 staff or other industry thought-leaders.
Check our Calendar for upcoming educational webinars!
Live attendance is eligible for one hour of CE for the AIF®, AIFA®, and PPC® Designations. CE credit may also apply for the CFP® Certification, when indicated. Each individual wishing to receive CE credit for any credential must register for and log in to the session individually so that we have a record of your attendance. Recorded videos of previous webinars are available for viewing below. AIF and AIFA Designees must access archived webinars through the Designee Portal in order to receive CE credit. If you have any questions, please email support@fi360.com.